+3,047.2%
DELL vs HAL
-7.7%
+3,054.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.1% | -10.3% | -8.1% |
| 7D | +4.9% | +6.1% | -1.2% | +3.1% |
| 30D | -32.1% | +2.9% | -35.0% | -32.5% |
| 3M | -30.2% | +3.3% | -33.6% | -30.8% |
| 6M | +41.7% | -16.9% | +58.6% | +48.5% |
| YTD | +176.6% | +21.2% | +155.4% | +157.8% |
| 1Y | +159.9% | +27.5% | +132.4% | +138.6% |
| 3Y | +388.0% | -6.4% | +394.4% | +377.9% |
| 5Y | +578.2% | +58.0% | +520.2% | +449.8% |
| 10Y | +2,653.4% | -14.6% | +2,668.0% | +1,840.4% |
| All | +3,047.2% | -7.7% | +3,054.9% | +2,126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling